Historic Multifarious Crises 2020 was an historic year. The United States and the world faced four substantial crises simultaneously. We began the year in a political crisis with a divided government, citizenry, and a President in the process of being...
2020 Contribution Limits Disclosure: Cornerstone Advisory, LLC, is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration...
On January 1, 2020, the Setting Every Community up for Retirement Enhancement Act of 2019 (SECURE Act) went into effect putting many changes in place for retirement planning. 1) Age for IRA Required Minimum Distributions Raised Previously, individuals were...
Beginning in 2019, employees may contribute $19,000 per year to their 401(k) and 403(b) plans. Please reach out to your portfolio manager, if you would like to discuss your financial retirement plans. As always, if you have any questions or would like to...
Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory. Wealth Management: What do you see as the key themes in today’s wealth management business? Mike Gill: At Cornerstone Advisory,...
